JPLA
DMLP icon

Joseph P. Lucia & Associates’s Dorchester Minerals DMLP Stock Holding History

Joseph P. Lucia & Associates’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-100
Closed -$2K – 593
2021
Q2 		$2K Sell
100
-570
-85% -$8.68K ﹤0.01% 507
2021
Q1 		$9K Hold
670
– – ﹤0.01% 365
2020
Q4 		$7K Buy
+670
New +$7.23K ﹤0.01% 357
2020
Q3 		– Sell
-1,240
Closed -$16K – 171
2020
Q2 		$16K Hold
1,240
– – 0.01% 258
2020
Q1 		$12K Sell
1,240
-200
-14% -$3.07K 0.01% 266
2019
Q4 		$28K Hold
1,440
– – 0.03% 218
2019
Q3 		$27K Hold
1,440
– – 0.03% 217
2019
Q2 		$26K Sell
1,440
-26,637
-95% -$500K 0.03% 222
2019
Q1 		$1.47K Buy
+28,077
New +$491K 0.11% 98

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return